Souders Financial Advisors Jp Morgan ETF Tr Ultra Short I Transaction History

Souders Financial Advisors

$661 Million
Q4 2024

A detailed history of Souders Financial Advisors transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Souders Financial Advisors holds 340,031 shares of JPST stock, worth $17.2 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

340,031

Previous 305,456 11.32%

Holding current value

$17.2 Million

Previous $15.5 Million 10.51%

% of portfolio

2.59%

Previous 2.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$50.37 - $50.6 $1.74 Million - $1.75 Million	34,575 Added 11.32%	340,031 $17.1 Million
Q3 2024 Nov 05, 2024	BUY	$50.25 - $50.74 $979,875 - $989,430	19,500 Added 6.82%	305,456 $15.5 Million
Q2 2024 Aug 28, 2024	BUY	$50.22 - $50.48 $446,656 - $448,969	8,894 Added 3.21%	285,956 $14.4 Million
Q1 2024 May 08, 2024	SELL	$50.23 - $50.49 $1.2 Million - $1.21 Million	-23,975 Reduced 7.96%	277,062 $14 Million
Q4 2023 Jan 24, 2024	BUY	$49.96 - $50.44 $466,376 - $470,857	9,335 Added 3.2%	301,037 $15.1 Million
Q3 2023 Nov 06, 2023	BUY	$49.94 - $50.25 $774,369 - $779,176	15,506 Added 5.61%	291,702 $14.6 Million
Q2 2023 Aug 09, 2023	SELL	$50.04 - $50.36 $32,275 - $32,482	-645 Reduced 0.23%	276,196 $13.8 Million
Q1 2023 May 09, 2023	BUY	$50.12 - $50.36 $4.11 Million - $4.13 Million	82,010 Added 42.09%	276,841 $13.9 Million
Q4 2022 Feb 13, 2023	SELL	$50.0 - $50.25 $1.39 Million - $1.4 Million	-27,780 Reduced 12.48%	194,831 $9.77 Million
Q3 2022 Nov 10, 2022	BUY	$50.0 - $50.22 $961,000 - $965,228	19,220 Added 9.45%	222,611 $11.2 Million
Q2 2022 Aug 05, 2022	BUY	$50.06 - $50.26 $201,341 - $202,145	4,022 Added 2.02%	203,391 $10.2 Million
Q1 2022 May 04, 2022	BUY	$50.22 - $50.49 $485,727 - $488,339	9,672 Added 5.1%	199,369 $10 Million
Q4 2021 Feb 04, 2022	BUY	$50.47 - $50.71 $1.75 Million - $1.75 Million	34,584 Added 22.3%	189,697 $9.58 Million
Q3 2021 Nov 03, 2021	BUY	$50.69 - $50.74 $199,972 - $200,169	3,945 Added 2.61%	155,113 $7.87 Million
Q2 2021 Aug 09, 2021	BUY	$50.71 - $50.77 $927,232 - $928,329	18,285 Added 13.76%	151,168 $7.67 Million
Q1 2021 May 13, 2021	SELL	$50.72 - $50.82 $15,216 - $15,246	-300 Reduced 0.23%	132,883 $6.74 Million
Q4 2020 Feb 09, 2021	BUY	$50.74 - $50.83 $455,290 - $456,097	8,973 Added 7.22%	133,183 $6.76 Million
Q3 2020 Nov 12, 2020	BUY	$50.71 - $50.88 $831,136 - $833,923	16,390 Added 15.2%	124,210 $6.31 Million
Q2 2020 Aug 11, 2020	BUY	$49.62 - $50.75 $4.24 Million - $4.33 Million	85,353 Added 379.9%	107,820 $5.47 Million
Q1 2020 May 12, 2020	BUY	$48.93 - $50.6 $1.1 Million - $1.14 Million	22,467 New	22,467 $1.12 Million

Others Institutions Holding JPST

# of Institutions

1,157

Shares Held

414M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

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Souders Financial Advisors Jp Morgan ETF Tr Ultra Short I Transaction History